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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,230 | $125,193+4.0% | $105,591+23.3% | $145,978-10.8% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 31.33% | 225.53%-194.2pp | 116.43%-85.1pp | 550.52%-519.2pp |
| Employer contribution / active EE | $1,157 | $3,718-68.9% | $3,166-63.5% | $4,662-75.2% |
| Participant deferral / active EE | $1,870 | $5,708-67.2% | $5,008-62.7% | $6,690-72.0% |
| Admin fee / account holder | $16,794 | $17,277-2.8% | $11,024+52.3% | $13,400+25.3% |